Upload a CSV of your clients from a spreadsheet or another doula app. Map your columns, see what will come across first, and bring birth records and past invoices too.
14 days free. No card needed. Cancel anytime.
Usually it is the history. Years of clients, due dates and birth records feel too hard to move, so the old tool stays.
DoulaFlow tells you exactly which eDoula export to use. It recognizes eDoula's columns, baby weights and birth outcomes, so your birth records come across too.
DoulaFlow suggests a match for each column. Before anything imports, it lists every column it will leave out and marks each row as ready, a duplicate, or a problem.
Birth date, number of babies, weight, length, location and outcome become a birth record for each client, so your history stays whole.
Import your invoices after your clients. Each one is matched by client name, and you choose from a menu when a name is unclear. An amount already paid comes in as a payment.
Plain answers before you start.
Save your spreadsheet or export as a CSV file first.
Bring a bigger list across in more than one import.
Download our CSV template with an example row.
See what came across, what was skipped and why.
Give imported clients a package as they come in.
There is no undo, so hold on to your original file.
Every plan includes unlimited clients. You are never charged per client.
Clients pay you directly through your own PayPal or Venmo. DoulaFlow never touches the money.
Ask and we send you a copy of everything: your clients, documents and birth records.
Megan runs her own practice and has the final say on everything we build.
Month to month or yearly. Cancel whenever you like.
Two of us, in Chattanooga, read every message.
Any app or spreadsheet that can save a CSV file. DoulaFlow has built-in guidance and column matching for eDoula exports. Other exports work through the column mapping step.
Clients, including their birth records, and invoices. Appointments, documents, messages and packages are not imported.
Up to 1,000 rows per import. For a bigger list, split the file and import it in parts.
No. Check the preview before you import and keep your original file. Imported clients can be deleted one at a time, and deleted clients can be restored.
Import is self-serve, and the preview shows you what will come across before you commit. If you get stuck, email us and a real person will answer.
Import your clients during your free trial.
14 days free. No card needed. Cancel anytime.